Joined December 2024
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- Following 586
- Followers 9,942
- Likes 9,782
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Jun 12
Who is on the board of Strategy not named Saylor or Le?
Who are you?
What are your passions?
What do you want out of life?
Why are you a board member of my company?
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Jun 12
Timeless is the highest form of compliment.
Jun 12
I never cease to be amazed by how timeless Jobs' early interviews are. β¨
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Retail Ry π§π§ retweeted
Jun 12
There is something special about the coastguard unit who saves people.
They arenβt making any significant money, in fact they operate at a loss relative to how valuable they are.
Yet, they will expose themselves to the worst risk, for the benefit of others.
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Jun 11
Again, there are horrendously awful takes in the 48 laws of power.
Iβve laughed out loud while listening to this book in my truck.
Jun 11
No, this is perhaps the worst takeaway from this book, truly.
Foster a sense *independence* in those around you, and hope that they are energetic, hungry, empty rΓ©sumΓ©, brilliant, fast, sharp people who you would want to spend 4 hours with at dinner.
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Retail Ry π§π§ retweeted
Jun 11
If I may, the outcome that most people want is to never check their portfolio, but only to watch the dividends come in.
And nowadays one can set an automatic N number of dollars withdrawal every month, which pays their bills that are also setup on auto pay.
17 Nov 2025
Mr. Rockefeller on MSTRβs @Strategy
(The takeaway message is that the worldβs richest people, and perhaps some companies & countries, simply want a bond type instrument with a dividend yield and low volatility, to finance their expenses with the dividend income.)
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Jun 11
The Peter Thiel Interview Question:
Slightly modified.
What is one thing that youβre right about, and nearly every smart person around you is either (a) wrong about or (b) not thinking about?
$MSTR Free Cash Flow will go up a lot.
Itβs not a short term payback.
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Retail Ry π§π§ retweeted
Jun 11
Your takes are very good at being bad.
Hereβs a metric: 4%
Iβm betting the farm it goes above 40%.
And then weβre not stopping there.
@Strategy is in the asset ownership business. Bitcoin is just the first one that will be written down by future historians.
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Jun 11
Nobody wraps their identity into their investment more than a bitcoiner.
This creates a tribal/high school sophistication label system of βsuitcoinersβ and βorange tiesβ, with expectations being applied onto others, which is laughably delusional.
Jun 11
Bitcoiners are NOT all on the same team... Ry expands on this and the idea that they are is a massive misunderstanding around BTC holders & Maxis.
"Nothing could be further from the truth."
The cheerful unified Bitcoin community narrative is a myth and nobody's saying it out loud.
Is Bitcoin sentiment in the dumps...for good? Or will it take a pump to bring the Bitcoiners back to life.
ποΈ: @ryQuant
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Jun 11
This is an excellent example:
Jun 11
If you're at @BTCPrague and you hear any one from Strategy or Strive talk, just repeat this line in your head "they are trying to get me to buy their stock and not bitcoin" and everything will make more sense.
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Jun 11
The humble thing about being a @Strategy investor is that, I never have to talk my book and introduce it into the conversation.
Rather, my book is the conversation.
$MSTR @BitStrategy21 @StrategyMaxi
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Retail Ry π§π§ retweeted
Jun 11
No, this is perhaps the worst takeaway from this book, truly.
Foster a sense *independence* in those around you, and hope that they are energetic, hungry, empty rΓ©sumΓ©, brilliant, fast, sharp people who you would want to spend 4 hours with at dinner.
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Jun 11
Yes. Exactly. Spot on.
Jun 11
Thanks for telling me what I need, Iβm so glad there is someone so smart to explain all these concepts to me.
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Jun 11
The comment above and below perfectly summarizes foundational issues that many people, especially bitcoiners, have in their own expectations of others.
Jun 11
"Yeah but they're not using life they way I want them to use it therefore is a problem"
π€£
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Retail Ry π§π§ retweeted
Jun 11
No caption needed here.
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Jun 10
So cool how it looks like Saylor was talking to Kratter...
...but he was also subtly talking to the entire Treasury Company community at the same time.
'BTC Yield is a narrow KPI.' - Nuke 1.
'It is not a measure of financial performance or valuation.' - Nuke 2.
The BTC Yield model is now completely destroyed, as was foretold many moons ago.
The Age of Net Bitcoin has Begun.
Peak Mike.
Peak Strategy.
Cheers. πΎ
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Retail Ry π§π§ retweeted
Jun 10
You would have loved Salomon Brothers
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